ArrowMark Financial
BANX
30 hedge funds and large institutions have $26.3M invested in ArrowMark Financial in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 9 closing their positions.
3.64% less ownership
Funds ownership: 23.88% → 20.24% (-3.6%)
12% less funds holding
Funds holding: 34 → 30 (-4)
13% less capital invested
Capital invested by funds: $30.2M → $26.3M (-$3.89M)
20% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 10
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$246K |
| 2 |
TA
Tiedemann Advisors
New York
|
+$238K |
| 3 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$231K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$207K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$135K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hilton Capital Management
Garden City,
New York
|
-$3.32M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$734K |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$534K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$270K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$234K |
BANX Hedge Fund Activity: Q1 2021 in Review
30 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in ArrowMark Financial (BANX) for Q1 2021, worth a combined $26.3M — down 13% from $30.2M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of BANX and 5 opened new positions — a net loss of 4 holders — while 10 trimmed existing stakes and 8 added.
The largest buyer was Stifel Financial, adding an estimated $246K. The largest seller was Hilton Capital Management, cutting an estimated $3.32M.
- 30 institutional investors held ArrowMark Financial (BANX) as of Q1 2021, down from 34 in Q4 2020.
- Funds reported $26.3M of ArrowMark Financial stock for Q1 2021, down 13% quarter-over-quarter.
- 5 funds opened new ArrowMark Financial positions in Q1 2021 and 9 closed out, a net change of -4 holders.
- The largest ArrowMark Financial buyer in Q1 2021 was Stifel Financial, an estimated $246K added.
- The largest ArrowMark Financial seller in Q1 2021 was Hilton Capital Management, an estimated $3.32M sold.
Based on aggregated 13F filings for Q1 2021.